How do I create an 'Opportunities Status' graph?

Ebsta Support -

An 'Opportunities Status' graph will give you an overview of the activity against your Open Opportunities so that you can identify which Opportunities haven't been touched or are likely to slip.

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1. Click Reports > New Report...

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2. Select Opportunities > Opportunities > Create.

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3. Change Opportunity Status to Open and then define any other criteria that's appropriate for you (e.g. Close Date Range to the end of this Quarter).

 

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4. Drag and drop the 'Days since last email' field into the Preview table.

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5. Click the drop down arrow next to the 'Days since last email' column header and then click Bucket this Field....

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6. Name the Bucket Field 'Last Activity' and define your Ranges (e.g. 0-14, 15-30, 31-50, 50+), then click OK.

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7. Change Tabular Format to Summary.

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8. Click and drag the Last Activity header and the Stage header to create a Grouping.

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9. Click Add Chart and select a Vertical Bar Chart.

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10. Select Stage as the Group By value.

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11. Select Stacked (the middle option).

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12. Click Formatting and give the Chart a Title.

 

13. Click Save.

 

14. Click Save in the top right-hand corner, complete the fields and then click Save.

 

15. Add this Report to your Dashboard in Salesforce by following the steps in the below article:

How do I create an Ebsta Analysis Dashboard in Salesforce?

 

Recommended next reading:

How do I create an 'Opportunities at Risk' graph?